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Tobias Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Tobias Financial Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2M Sell
98,443
-3,749
-4% -$452K 1.55% 17
2026
Q1 		$10.9M Sell
102,192
-296
-0.3% -$33.6K 1.52% 17
2025
Q4 		$12.1M Sell
102,488
-1,152
-1% -$136K 1.71% 17
2025
Q3 		$12.1M Sell
103,640
-652
-0.6% -$72.6K 1.84% 16
2025
Q2 		$11.1M Buy
104,292
+800
+0.8% +$76.5K 1.89% 15
2025
Q1 		$9.34M Sell
103,492
-2,932
-3% -$289K 1.81% 15
2024
Q4 		$10.7M Sell
106,424
-780
-0.7% -$76.7K 2.15% 13
2024
Q3 		$10.1M Sell
107,204
-1,884
-2% -$171K 2.02% 13
2024
Q2 		$9.94M Sell
109,088
-3,572
-3% -$305K 2.14% 12
2024
Q1 		$9.49M Sell
112,660
-2,856
-2% -$230K 2.15% 11
2023
Q4 		$8.76M Sell
115,516
-1,016
-0.9% -$71.8K 2.13% 10
2023
Q3 		$7.75M Sell
116,532
-1,724
-1% -$119K 2.03% 12
2023
Q2 		$8.14M Buy
118,256
+856
+0.7% +$54.4K 2.19% 15
2023
Q1 		$7.17M Sell
117,400
-20,512
-15% -$1.18M 2.1% 14
2022
Q4 		$7.39M Buy
137,912
+9,320
+7% +$513K 2.43% 13
2022
Q3 		$6.76M Buy
128,592
+8,252
+7% +$485K 2.39% 14
2022
Q2 		$6.58M Buy
120,340
+38,956
+48% +$2.34M 2.21% 13
2022
Q1 		$5.65M Buy
+81,384
New +$5.56M 1.95% 17
2021
Q4 		– Sell
-74,784
Closed -$5.12M – 92
2021
Q3 		$5.12M Sell
74,784
-532
-0.7% -$37.6K 1.92% 15
2021
Q2 		$5.11M Buy
75,316
+1,088
+1% +$70.1K 2.02% 14
2021
Q1 		$4.51M Sell
74,228
-4,512
-6% -$275K 1.91% 15
2020
Q4 		$4.75M Sell
78,740
-4,756
-6% -$271K 2.17% 11
2020
Q3 		$4.53M Sell
83,496
-4,276
-5% -$225K 2.48% 10
2020
Q2 		$4.21M Sell
87,772
-5,348
-6% -$236K 2.47% 10
2020
Q1 		$3.51M Sell
93,120
-3,868
-4% -$167K 2.54% 9
2019
Q4 		$4.26M Buy
+96,988
New +$4.05M 2.73% 9

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tobias Financial Advisors's IWF Position: Q2 2026 in Review

Tobias Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.7% in Q2 2026, selling an estimated $452K and leaving 98,443 shares worth $12.2M. The position accounts for 1.55% of the portfolio, ranked #17.

Tobias Financial Advisors first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Tobias Financial Advisors held 98,443 shares of iShares Russell 1000 Growth ETF worth $12.2M as of Q2 2026.
  • Tobias Financial Advisors sold 3,749 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $452K.
  • iShares Russell 1000 Growth ETF made up 1.55% of Tobias Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • Tobias Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.